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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,511 |
SBHU LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $9,827 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,002 | $77,817-67.9% | $123,553-79.8% | $64,173-61.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.23% | 12.49%-21.7pp | 119.21%-128.4pp | 7.63%-16.9pp |
| Employer contribution / active EE | $4,473 | $3,014+48.4% | $4,628-3.4% | $2,381+87.9% |
| Participant deferral / active EE | $3,795 | $5,240-27.6% | $6,426-40.9% | $3,470+9.4% |
| Admin fee / account holder | $209 | $5,519-96.2% | $9,284-97.8% | $4,887-95.7% |